Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$584,825
+$583,387 QoQ
Shares Held
1,518
+134.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,219
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LM Advisors LLC holds $584,825 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,518 | $584,825 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,825 | 1,436 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,438 | 612 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $837 | 437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $405,916 | 834 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $439,759 | 834 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $462,879 | 911 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $450,717 | 905 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $467,541 | 905 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $403,629 | 905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $385,032 | 905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $398,670 | 905 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||